See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,356 | $86,929+193.8% | $102,423+149.3% | $80,856+215.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.65% | 18.88%-8.2pp | 29.32%-18.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $4,507 | $2,369+90.2% | $3,023+49.1% | $2,755+63.6% |
| Participant deferral / active EE | $10,233 | $4,118+148.5% | $5,053+102.5% | $4,296+138.2% |
| Admin fee / account holder | $96,774 | $8,049+1102.3% | $9,451+924.0% | $6,918+1298.9% |